How big is Heimanson & Wolf, LLP's plan?

Heimanson & Wolf, LLP's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20251015183239NAL0002762787001

Heimanson & Wolf, LLP

Name: Heimanson & Wolf, LLP — Heimanson & Wolf, LLP Cash, Form 5500 (2024)
Creator: Heimanson & Wolf, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Heimanson & Wolf, LLP Cash Balance Plan

Defined-benefit pension plan · Heimanson & Wolf, LLP's Heimanson & Wolf, LLP Cash Balance Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Heimanson & Wolf, LLP's EIN is 27-3104656.

EIN 27-3104656

Plan number 002

Plan year 2024

ACK ID 20251015183239NAL0002762787001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Heimanson & Wolf, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Heimanson & Wolf, LLP's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HEIMANSON & WOLF, LLP.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score